Lately, I have quite a number of puzzles & riddles to digest as I read the markets headlines. So, these are the 3 major ones:
- GBPUSD related stories: What could be the most possible factor that trigger the sell-off for GBP?
- The carry-trades stories: Which pairs will get the most lasting effect when the unwinding carry-trades trigger?
- The PBOC / RMB stories: What actions will they take that may give the market most shocking scenario?
- Iran the evergreen nuke issue: On alert mode?
In general, no countries seems to like a high valued currencies coz now we are at the globalization era. But, at the same time, inflation is the main concern and raising interest rate seems to be the only possible solution to counter the effect.Does the "market" still favour a strong dollar? The above 3 stories are inter-related and it depends when and how the sequence of events will take place I guess...
Anyone interested to shed some light here? This newbie have not experienced (yet) any of those mega market nostalgia like the gbp sell-off, etc...